Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Tristan Cox is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wealth Span Capital Management since 2016. He holds a Series 65 license and operates out of Northfield, MN. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy for custom portfolio management and offers regular no-fee educational sessions alongside tailored investment advice.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Thomas Jeppesen is the sole advisor at Retirement Planning and Management, Inc. in Lakeville, MN, with 8 years of industry experience and over 40 years in financial services. He holds Series 63 and Series 65 designations and has been with his current firm since 1997. He is a former independent insurance agent and a licensed CPA with a separate consulting business related to insurance commissions and retirement plan tax services. Retirement Planning and Management, Inc. provides non-discretionary investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and retirement plans. The firm emphasizes fundamental analysis and diversified, long-term investment strategies utilizing mutual funds, ETFs, fixed-income securities, and occasional individual securities.

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Berger Financial Group and Chart Industries. He was a full-time student for 16 years before beginning his advisory career. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm manages nearly $195 million in discretionary assets and employs a disciplined process based on client goals, risk tolerance, and a mix of fundamental and technical analysis.

Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Berger Financial Group and Private Partners, LLC, among others. Outside of advisory work, he is involved in farmland management and commercial real estate through ownership and officer positions in related businesses. Michael Traxler Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary asset management, annuity management, and financial planning. The firm constructs investment programs based on client goals and risk tolerance, employs a mix of fundamental and technical analysis, and uses outside research to inform decisions.

Ernest Pepel is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding a Series 65 designation and six years of industry experience. His work history includes a decade at Avid Fleet Maintenance prior to joining Michael Traxler Wealth Management, where he has worked since 2019. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets across four advisors, offering tailored investment programs based on client goals, risk tolerance, and time horizons.

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Berger Financial Group, Seagate, Safe Management, and American Income Life. Michael Traxler Wealth Management, LLC serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset and annuity management along with financial planning, using documented client goals and risk tolerance to guide investment decisions.

David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.

Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory Carlson is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He holds a Series 63 designation and previously worked at Carlson Capital Management and Carlson Capital Management, LLC for over three decades combined. Outside of his advisory role, he owns ViaForte, Inc., a company providing insurance solutions. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a range of investment vehicles and employs a research-driven approach overseen by an Investment Policy Committee.

Abra Kramas is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Sequoia Financial Group, L.L.C., where she has worked since 2025. Prior to this, she spent seven years at Carlson Capital Management LLC and three years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

John Cronin is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management for four years and has experience in academic roles at Saint John's University and the Academy of Holy Angels. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Jason Kley is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. Prior to joining Sequoia, he worked at Carlson Capital Management for 14 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kerry Matthews is a financial advisor with Eagle Strategies (NY Life) in Lakeville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Matthews is also the owner of North Range Financial LLC, a sole proprietorship through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Justin Stets is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for 10 years before joining Sequoia in 2025. Outside of his advisory role, he is a shareholder and partner in Madison MN, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Genevieve Cornish is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC and Northwestern Mutual. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model with an open-architecture approach, integrating multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management and a range of financial planning and investment solutions.

Andrew Owen is a CFP® with two years of industry experience, currently with Sequoia Financial Group, L.L.C. He has previously worked at Carlson Capital Management LLC and Lincoln Savings Bank. Outside of his advisory career, he has experience with Bit to Byte, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular oversight from an Investment Policy Committee.